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I would like to compare MDB, ZS, AYX (all with P/S around 20) against ANET, NTNX, MELI (P/S<10) over the next 2-3 y. My thoughts are that the market moderates the PS over the next 2-3y period so that despite the faster top line growth the former set under performs against the latter. We can check at 1, 2, and 3y mark. A 3rd option is to consider a 100% cash portion with 1/3rd cash deployed in the former set when it hits certain valuations such as a PS of 18, 16, 14 and so on.
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